Position in HSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$387,491
+$51,345 QoQ
Shares Held
4,075
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#385
of 704 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. HSBC ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
4,075 | $387,491 |
All Filings in HSBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,491 | 4,075 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $336,146 | 4,075 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $320,580 | 4,075 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $289,243 | 4,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,719 | 4,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $234,027 | 4,075 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $201,549 | 4,075 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $226,032 | 5,705 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||